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那个说过卖肾不卖币的男人终于都卖币了
现货ETF连续13天净流出，累计$43.7亿，是历史最长连续流出纪录
BTC跌穿了月线EMA50支撑的$65K
我不是在看空。我只是觉得，该说的风险不能装没看见。
更根本的问题是，BTC在跌，而另一边箱标普、纳指在创新高。机构资金在追AI，不在追crypto。Bloomberg分析师说BTC现在"卡在中间"，既不是最好的避险资产，也不是最好的成长资产。这是当下真实的市场困境。
$50K会来吗？技术上，月线EMA50的$65K支撑位已经失守，下一个关键支撑在SMA50的$59K，再往下就是$52K-$48K区间。基本面上，CPI通胀抬头、Fed减息无望、ETF流出未止，DAT分红压力未解，还有SpaceX、OpenAI和Anthropic的IPO还会进一步分流资金。这些都是很现实的结构性压力。
再回看Saylor上次在2022年卖币，那几乎正是上一轮周期的底部。这次他在$77K卖出后BTC一度跌穿$62K。如果历史押韵，或许已经接近现阶段底部。
我是长期看好BTC的，毕竟全球货币超发这个长期趋势没变。但看好不等于对风险视而不见。市场流动性增强、结构性卖压缓解、ETF资金回流、币圈叙事回归，这几件事才是行情真正企稳的信号。
在那之前，保持清醒比保持乐观更重要。
#NFA #DYOR
大家不要无脑骂，等着买正是因为长线我看好比特币，我自己现在也有仓位，逻辑还是长远来看全球都在疯狂印钱，比特币、黄金、白银等commodity是该涨的；
但是短线叠加了CPI和通胀抬头可能会加息、美股超级IPO和AI板块疯狂吸血、microstrategy mtgox等巨鲸有可能会卖，大家看看比特币从8万跌下来真的是不带停的，但凡有点风吹草动从六万多到五万多是不是轻轻松松，做基金的朋友还觉得可能更低呢。
以上观点存粹是个人判断，不代表公司。
长期看好某资产，最合理的策略往往是：
分批建仓、定投、保留现金
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Jun 13
Fable 5/Mythos 5 is the first AI LLM banned by the government for being too intelligent.
Going back to using 4.8 and 4.6.
Jun 13
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: anthropic.com/news/fable-myt…
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Jun 12
今天的SpaceX IPO刚好是一个很现实的例子。
大家已经不再纠结什么是crypto资产、什么是传统资产。
大家真正关心的是：哪里有机会？我能不能参与？在哪里参与？流动性够不够？交易体验好不好？
这也是为什么我在这次采访里提到，交易所正在进入全资产竞争， $rSPCX 只是这个趋势里的一个新例子。
Crypto不是在离开自己的主场，而是把沉淀多年的基础设施能力，扩展到了更广阔的资产类别。
不是crypto变小了，而是我们的基础设施版图正在越做越大。
Jun 12
《Bitget CEO Gracy：AI 倒逼 Crypto 去泡沫化，交易所进入全资产竞争》
Bitget CEO Gracy 在采访中表示，Reality 股票代币通过对接美国持牌经纪商，实现与美股市场同步定价和流动性，并支持作为保证金参与加密交易。她称目前 Bitget 约 40% 交易量已来自美股、黄金等非加密资产。Gracy 认为，AI 正吸引资金和人才流向科技股，并倒逼 Crypto 行业去泡沫化，推动市场转向稳定币、RWA 等真实应用场景。未来交易所将从加密平台演变为覆盖全球资产的一站式交易平台。
阅读全文：wublock123.com/articles/arti…
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Jun 12
$rSPCX is live now.
Honestly, SpaceX listing week feels more like a crypto launch than a traditional IPO.
Valuation debates everywhere.
Price discovery before the opening bell.
Retail trying to figure out where they can participate.
The lines between TradFi and crypto are getting thinner every day.
We're just building where the market is already going 🚀
rSPCX is LIVE!
Trade now with Day 1 ZERO fees, fractional access, and real-time Nasdaq market depth!
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Jun 12
Listing thousands of tickers is not difficult. But making the right names easy to access, trade, and actually useful for traders is the real work.
Our 500 Stocks 2.0 lineup covers around 98% of US stock trading volume, including leading names across AI, semiconductors, mega-cap tech, finance, energy, healthcare, consumer, and other major sectors.
We won the challenge, but we still want to thank everyone who participated. We’ve still randomly selected 100 winners from the comments on my post, with $10 awarded to each winner 🤗
Please wait for the DM from @BitgetZH and @Bitget to receive your rewards.
Jun 12
Everyone says Bitget grinds like crazy. Honestly, it’s true.
All it took was one user asking, "Can you guys list more US stocks?"
Next thing you know, our CEO @GracyBitget is pumped, the product team is losing their minds, the devs are coding overnight, and the designers are ready to pack their bags. 😂
But we pulled it off anyway: 500 new stocks 2.0, listed ahead of schedule!
To show you guys why 500 is the sweet spot and why these stocks are absolute gold, read this and see for yourself 👇
meanwhile, here's my current work laptop situation on a friday night.
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Jun 12
Bitget US Stocks 2.0 has been moving fast over the past two weeks.
Last week, we rolled out:
✅ June 4: Added 15 popular US stock tokens as margin assets
✅ June 4: Launched the Token Proof of Reserves dashboard on @RealityFi_xyz
✅ June 5: Stocks 2.0 trading went live on the website
This week, we continued shipping:
✅ June 11: Bitget Stock 2.0 full order book for VIP users (VIP 1 by trading volume or VIP 3 by asset holdings)
Think we're done? Not even close.
This weekend, we’re launching 24/7 trading for popular US stock tokens, starting with 20 Stocks 2.0 tokens.
More to come next week. Keep BUIDLing 💪
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Jun 12
SpaceX listing week has been wild.
With $rSPCX, you can access tokenized SpaceX exposure after listing with lower thresholds, direct Nasdaq liquidity, and 0 fees on Day 1.
Who’s ready? 👀
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Jun 12
why I feel like 😂 while reading a market research paper on SpaceX IPO:
With only 555.6m shares on offer against 13.1bn total shares outstanding, this looks awfully like a low-float, high-FDV crypto listing ( representing roughly a 4% float ).
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Jun 12
So where does SPCX land by end of 2026?
Vote — and tell me your reasoning in the replies.
45%
< $100 (M'star wins)
14%
$100–$160 (priced right)
26%
$160–$250 (growth holds)
14%
> $250 (ARK was conserv')
42 votes • Final results
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Jun 12
SpaceX will start trading in about half day at $135.
Morningstar says it's worth $780B — half the IPO price.
ARK's bull case says $3.1 trillion by 2030 — nearly double.
A 4x spread between bear and bull on a $1.77T company.
I've seen this kind of valuation disagreement before.
Just not in stocks.
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Jun 12
What actually matters: how many years of growth
are already priced in.
Google at $23B needed to deliver ~2 years of growth.
Facebook at $104B needed ~5.
SpaceX at $1.77T — at 94x revenue — needs 10 .
You're not buying what SpaceX is.
You're buying what it must become by 2035.
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Jun 12
Here's why the 4x analyst spread interests me.
In crypto, we live with this kind of disagreement every day.
Bitcoin's "fair value" estimates range from zero to $1M.
Stocks weren't supposed to work this way.
Equity analysts usually disagree by ±30%, not 4x.
When a stock starts trading like a narrative asset,
it's telling you something about what markets have become.
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Jun 12
The 4x analyst spread is what I keep coming back to.
In crypto, normal. Bitcoin "fair value" ranges from zero to $1M
depending on who you ask. Nobody flinches.
Equity analysts usually disagree by maybe 30%.
4x isn't an analyst disagreement. It's a narrative disagreement.
When a stock loses price consensus, it starts behaving like an asset class I know pretty well.
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Jun 12
So where does SPCX close end of 2026?
Vote below. And tell me your actual reasoning in the replies.
22%
< $100 (M‘star wins)
44%
$100–$160 (priced right)
11%
$160–$250 (growth holds)
22%
> $250 (ARK was conserv')
9 votes • Final results
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Jun 11
This mini game is simple, fun, and very Bitget 😆
Go play Universal Cup and see if you can score some rewards ⚽️
Let me know your results 👇
partner.bitget.com/bg/SMTwit…
Join us and play the Universal Cup mini-game for $250,000 USDT as the World Cup kicks off today!
Choose your team, hit the ball, and complete the tasks to win. Easy.
Don't just watch. Rule the game.
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Jun 11
What if I told you here are my reserve players for Team UEX?
Why trade in separate leagues when your dream team can play on one field?
Crypto, Stocks, ETFs, and Gold are teaming up for the championship this year.
Watch the video to find out each player's strategy behind the lineup.
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